以更高站位、更实举措、更优服务，高水平办好世界技能大赛。 上海市委副书记、市长龚正今天（3月31日）主持召开市政府常务会议，要求按照市委部署，扎实做好第48届世界技能大赛筹备工作；多措并举促消费，打响“上海消费”品牌；推动国资基金高质量发展。 会议指出，要认真贯彻落实第48届世界技能大赛工作领导小组第二次全体会议精神， 以更高站位、更实举措、更优服务，高水平办好世界技能大赛 。此次世赛将同步举办世界技能大会与世界技能博览会， 要聚焦开放交流，做好世界技能大会组织，优化世界技能博览会呈现内容和形式 ，构筑全球技能互鉴平台。要 聚焦赛事筹办， 细化活动组织，展示高超技能，点燃技能比拼热潮，打造一流技能展示高地 。要聚焦辐射带动， 放大平台集聚效应，强化政策引领效应，营造“尊重技能、崇尚技能”的良好氛围，加力支持青年技能人才成长成才、创新创业，打造更具国际影响力的技能人才“上海高地” 。 会议原则同意《2026年上海市扩消费行动方案》并指出，要强化扩消费政策赋能作用，落实好消费新业态新模式新场景建设等国家赋予的试点任务， 发挥扩消费活动牵引作用，进一步打响现有活动品牌，继续扩容活动品牌矩阵，持续打造消费新亮点 。要抓好组织实施， 强化市区联合、政企联手、区域联动，加强协作配合，确保政策措施落到实处 。要做好推介引导， 将政策转化为“看得懂、算得清、用得上”的实惠信息，生动讲好上海消费品牌故事 ，营造近悦远来的消费氛围 ，助力上海加快建设国际消费中心城市。 会议原则同意《关于进一步推动市国资委监管企业私募股权投资基金高质量发展的指导意见》并指出，要 推动国资基金功能优化、管理规范、运作高效，更好助力上海现代化产业体系和国际科创中心建设 。要覆盖全生命周期， 锚定“耐心资本”定位，坚持投早、投小、投长期、投硬科技，更好遵循市场规律，撬动更多社会资本 ，持续增强服务国家战略的核心功能。要加强全流程管理， 优化“募”的渠道，把准“投”的方向，强化“管”的效能，畅通“退”的路径，持续提升国资基金市场化、专业化运作水平 。 会议还研究了其他事项。

(RTTNews) - Shares of Nebius Group N.V. (NBIS) are moving up about 6 percent on Tuesday morning trading over its announcement to establish a new AI factory in the Finnish city of Lappeenranta with capacity of up to 310 MW.

Nebius stock has been the leader among the ‘neocloud’ stocks in recent months. A new data-center investment could help that continue.

四大指数均累计下跌，华电辽能问鼎月度牛股。主力大幅买入比亚迪，宝丰能源获杠杆资金青睐>>

市值約20億元！寧德時代控股股東擬向上海交大捐出500萬股 news.futunn.com

格隆汇3月31日｜甲醇连续主力合约日内跌1%，现报3222.00元。

格隆汇3月31日｜据美国证券交易委员会披露文件显示，韩国政府申请设立最高规模为60.6亿美元的债务上架安排。

Userba011d64_201/iStock via Getty Images Market positioning and sentiment have cleared enough to trigger the first significant “buy” signal since the Liberation Day saga, according to Max Kettner, HSBC’s chief multi-asset strategist. Kettner noted that the tech valuation premium has fallen to nearly a 10-year low, making current levels attractive for investors with a longer-term horizon. In an interview with CNBC, Kettner acknowledged that day-to-day volatility remains challenging due to contradictory geopolitical news, including developments out of Dubai related to the Iran conflict. For those with at least a six-month outlook, he believes the current environment presents a compelling entry point. The 10% corrections in the Nasdaq ( COMP:IND ) and Dow ( DJI ) represent a “rational reaction” rather than an extraordinary crisis, Kettner said. Cyclicals relative to defensives have dropped about 12% since their January highs, indicating significant growth pessimism is already priced into the market. While acknowledging drawdowns haven’t reached the depths seen during Liberation Day or the 2022 rate hikes, Kettner emphasized that markets have learned to look through temporary disruptions. Traditional safe havens have behaved unusually during the recent de-risking phase, with gold ( XAUUSD:CUR ) experiencing a difficult month and Treasury yields ( US10Y ), ( US2Y ), ( US30Y ) moving unexpectedly. The U.S. dollar ( DXY ), while stronger, hasn’t surged as dramatically as typical stagflationary environments would suggest, which Kettner views as a sign that a “short dollar trade” could reignite once the Iran conflict subsides. Meanwhile, non-traditional beneficiaries like the Brazilian real have gained ground amid shifting dynamics in oil markets. Kettner expressed confidence that the global economy can absorb oil prices around $80, even if inflation settles slightly above 2% at roughly 2.5% or 2.6%. “It’s not like inflation will go all the way back to 2%… but that’s not the...

日前，蓝鲸科技记者独家报道受原材料成本上涨、工厂返利政策到期以及优惠活动进入尾声等多重因素影响，雅迪、台铃、爱玛等国内主流电动两轮车品牌，计划从下月起或对旗下大部分车型正式上调售价。 最新，蓝鲸科技记者从雅迪经销商处独家确认，雅迪决定自2026年4月1日零时起，对全品类产品出厂价格统一调整，单台上调幅度300元以上。具体车型调价明细以公司于 2026年4月1 日正式下发的《产品价格执行表》为准。 雅迪在相关调价函中称，主要大宗原材料价格持续大幅上涨，其中铝、铜、铁等金属材料涨幅超过40%，塑料粒子等化工原料涨幅高达80%以上。面对前所未有的成本压力，其始终秉持“客户为先”的经营理念，在2026年第一季度主动承担经营负担，全力消化成本上涨因素，未对产品价格做出调整。 “随着原材料价格高位运行态势持续，叠加物流、能源等综合成本不断攀升，我司生产经营已面临严峻挑战。为切实保障产品质量稳定、服务标准不降、供应体系可靠，经公司研究决定，现就产品价格调整事宜。”雅迪称。

在经历价格下探与商业化节奏分化后，激光雷达行业在规模放量阶段持续深化。 3月31日，Seyond图达通（02665.HK）发布上市以来首份年度财务报告。财报显示，公司激光雷达全年出货量突破33.2万台，同比增长45.0%；2025年公司实现营收1.54亿美元，同比小幅下滑3.4%。公司方面对此解释称，主要是由于ADAS产品平均售价下降，同时，影响被机器人及其他产品销量增长、解决方案收入增长所抵销。 净利润净亏损较同期收窄24%。值得一提的是，2025年，毛利由2024年亏损成功转正，毛利率提升至7.9%。图达通方面称，公司在2024年四季度起就实现了毛利，并在2025年进一步维持了毛利的状态。而对于实现毛利的原因，公司表示主要是因为“灵雀”的规模量产以及“猎鹰”的成熟，叠加生产设施本地化带来的制造成本下降。 从收入结构来看，车载业务仍是图达通的基本盘。ADAS业务2025年实现收入1.33亿美元。据财报信息，报告期内，图达通ADAS产品的销量从2024年的22.68万台抬升至2025年的30.03万台。 在技术路径上，图达通采取了1550nm与905nm双路线并行的策略，一方面通过高性能产品切入高阶自动驾驶市场，另一方面以成本更优的方案覆盖更大规模的L2+市场。公司围绕1550nm与905nm/940nm双技术路线，以猎鹰、灵雀、蜂鸟三大产品平台，搭建起远距到近场、主视到补盲的全域感知矩阵，雀平台进入大规模量产快车道，全年出货量从2024年的约1.2万台攀升至13.8万台，同比增幅高达1050%。 据财报披露，目前，在乘用车领域，公司的1550nm激光雷达产品累计出货量已超过70万台。公司方面表示，依托与蔚来的长期合作，图达通率先完成高性能激光雷达在前装量产车中的规模化落地，并在工程化能力、数据积累等方面建立起先发优势。 另外值得一提的是，图达通的客户结构也正在发生变化。财报显示，蔚来在公司总交付量的占比从超过95%降至约86%，这意味着，非核心客户在2025年开始了量产交付。 据披露，图达通在ADAS领域已累计与18家主机厂及ADAS/ADS公司建立战略合作关系，覆盖超60款车型。在行业层面，这一变化也意味着，激光雷达厂商普遍走向平台化供货，竞争逻辑也从单一性能指标，转向了规模化交付与成本控制能力。 在商用车与自动驾驶领域，图达通的产品已进入智能重卡及Robota...

(Bloomberg) -- On paper, Super Micro Computer Inc. is the type of company that Wall Street can’t get enough of, with soaring sales, an enviable list of partners like Nvidia Corp. and its placement at the center of the artificial intelligence boom. But a series of self-inflicted wounds — the most recent being the indictment of its co-founder Yih-Shyan “Wally” Liaw on charges of circumventing US export restrictions to China — have investors fleeing the stock in droves.“We did exit it,” said Rob Th

特斯拉 从加通贝祥获得的信息略显复杂。该机构小幅上调了第一季度交付预估，同时随着科技板块整体估值回落，下调了其目标股价。 该分析师目前预计特斯拉第一季度交付约37万辆汽车，略高于此前预估的36.77万辆，并维持对该股的买入评级。但目标价从520美元下调至420美元，主要原因是估值倍数从2028年预期收益的46倍下调至37倍，与其他大型科技股的当前估值水平保持一致。 从需求来看，情况仍然不均衡。中国市场依然疲软，而美国和欧洲市场正在改善但算不上强劲。世界其他地区表现较好，并且存在一些积极因素，如特斯拉二手车价格上涨，以及若油价维持高位可能带来更强劲的需求。 长期来看，该分析师并未改变对特斯拉基本面的看法。电动汽车仍被视为核心驱动力，但市场对自动驾驶、机器人以及Terafab项目等领域的关注度也在上升。Terafab项目旨在到2027年大规模扩展人工智能算力规模。 责任编辑：张俊 SF065

Key PointsOpenAI said it was "saying goodbye to the Sora app."

Images By Tang Ming Tung/DigitalVision via Getty Images Investment Thesis PayPal Holdings Inc. (NASDAQ: PYPL ) stock is down roughly 15% after Q4’25 results, driven by the increasing execution risk regarding the Branded Checkout business line and the unpredictable change of the CEO. My target is to show what led the company’s board to change the CEO and why’s PYPL business model struggles to convince investors that it is sustainable, despite the marginal revenue and profit expansion over the last quarters. Branded Checkout: The Main Profit Engine Is Not Performing Effectively Let me start with the company’s management statements to create the framework of my analysis: Branded checkout represents over half our profit dollars, and we're confident the product, channel and marketing investments we're making will drive improvement and acceleration over time… Where we haven't made the same progress is in online branded checkout. We've reimagined a product that had been stagnant and underinvested in for years, creating a new value proposition for merchants and consumers, but we were too optimistic about how quickly we could drive change and customer adoption across a massive global user base. In short, PYPL’s main revenue driver, Branded checkout, doesn’t perform as expected due to the company underestimating how easy it is for adoption by users and merchants. Management accepted the fact that their “ execution has not been what it needs to be ”, because merchants “require much more hands-on integration support than (they) anticipated”. In addition, macroeconomic conditions and significant competition contribute to the low adoption and poor expansion of the Branded checkout business line. Q4’25 Investor Presentation As a result, active accounts continue to remain relatively flat over the last quarters, while transactions per active account (TPA) show a significant decrease in full year 2025, reflecting the company’s weakness in locking customers onto its platform. Q4’25 In...

格隆汇3月31日｜近日，广州住房公积金管理中心发布《广州住房公积金2025年年度报告》。报告显示，2025年广州公积金缴存金额达1376.48亿元，再创历史新高。至此，广州住房公积金缴存金额已连续5年破千亿元。2025年，广州公积金实缴单位18.56万家，同比增长5.15%；缴存额1376.48亿元，同比增长4.87%。全年274.84万名缴存人提取1141.26亿元，提取额同比增长0.76%。发放个人住房贷款4.49万笔，发放金额430.41亿元，同比分别增长16.19%、40.25%。作为全国试点城市，广州持续深化灵活就业人员参加公积金制度。截至2025年底，灵活就业人员累计开户11.98万人，缴存总额13.31亿元；发放灵活就业人员贷款709笔、金额2.86亿元。

Welcome back to Bloomberg’s Defense Monitor , a weekly rundown on the companies, geopolitics and finances of the future battlefield. Sign up now if you’re not already on the list. The Iran war has entered its second month, and the conflict seems to have settled into a routine: missile strikes, airstrikes and official reassurances that all is well with the oil situation . Yet all is not well with the oil situation . Brent prices are heading toward $120 a barrel, even with Iran allowing some tankers through — selling enough crude to generate more revenue than Tehran was earning before the war — and Saudi Arabia pumping 7 million barrels a day through its pipeline. The US has been kicking around the idea of using ground troops for ... something. There are only a few thousand in the Gulf region at the moment, including Marines , and that’s not enough for a wide campaign. But Kharg Island has emerged as a front-runner for operations because that’s the site of most outflows of Iran’s oil — there’s that word again. Missile strikes around the region continue to cause deaths, injuries and damage, including the destruction of a valuable US airborne warning and control plane . Iran’s attacks seem to be getting more accurate , as well, as defenses wear down and commanders plan their strikes differently, including choosing civilian targets such as oil infrastructure. The Strait of Hormuz remains closed to any traffic Iran hasn’t approved , thus choking off nearly 20% of the world’s... you know what, no. Let’s talk about something else. Nuclear weapons! The events in the Gulf, it seems, are just the latest episodes that may be pushing the world toward a nearly unprecedented era of arsenal expansion and proliferation, as you can see in the Breakout ... — Gerry Doyle Market Snapshot Boeing Co/The $189.21 -0.7% Northrop Grumman Corp $671.59 -1.1% RTX Corp $187.15 -1.3% Honeywell International Inc $223.48 +0.2% Dassault Aviation SA $319.00 +1.9% Market data as of 07:08 AM ET. Data is...

YieldMax Crypto Industry & Tech Portfolio Option Income ETF ( LFGY ) announces weekly distribution of $0.2000, -12.65% lower from the prior week's distribution of $0.2253. The annual distribution rate is 55.52%, with an SEC yield of 0.00%. The return of capital is 30.76%. Payable April 2; for shareholders of record April 1; ex-div April 1. Source: Press Release More on YieldMax® Crypto Industry & Tech Portfolio Option Income ETF BLOX Vs. LFGY: A Review As Performance Diverges From Expectations, And Bitcoin Crashes Further YieldMax® Crypto Industry & Tech Portfolio Option Income ETF declares $0.2253 dividend YieldMax® Crypto Industry & Tech Portfolio Option Income ETF declares $0.2369 dividend Seeking Alpha’s Quant Rating on YieldMax® Crypto Industry & Tech Portfolio Option Income ETF Dividend scorecard for YieldMax® Crypto Industry & Tech Portfolio Option Income ETF

Thailand move highlights growing AI investment

As missile sirens wailed over Israel earlier this month, thousands of Israelis received texts claiming to be from their military, encouraging them to download a fake shelter app, which could have stolen reams of personal data. Others received a mass text saying: “Netanyahu is dead. Death is approaching you and soon the gates of hell will open before you. Before the fire of Iranian missiles destroys you, leave Palestine.” The messages, cyber security experts say, are the most visible end of a vast war being waged in the far reaches of the Internet between Iran, Israel and the US, and their online sympathisers. Read full article Comments

The Guardian’s picture editors select photographs from around the world Continue reading...

房利美股价开盘上涨11%，房地美股价上涨13%。二者昨日均大涨约50%。

微软 正进一步加大对人工智能的投入，承诺投入10亿美元在泰国建设云和人工智能基础设施，这是其更大规模全球布局的一部分。 这笔投资将用于数据中心、云服务、网络安全和主权云技术，旨在帮助企业和政府真正开始大规模应用人工智能。微软本质上是在努力缩小其所谓的“人工智能普及”差距，帮助新兴市场加快步伐，使其能够利用这些工具推动生产力和增长。 与此同时，这也是更大战略的一部分。微软不仅在泰国，而是在全球范围内向人工智能注入巨资，计划2026年在基础设施上投入高达1000亿至1200亿美元。该公司在亚洲各地还面临着来自 谷歌 和 亚马逊 等竞争对手的激烈竞争，它们同样在追逐这一机遇。 这种支出规模已开始体现在财务数据上。上个季度，Azure的同比增长率放缓至28%，该股今年迄今已下跌约25.8%，投资者正试图权衡巨额投资与短期回报之间的关系。管理层指出，芯片短缺是增长未能跟上需求的原因之一。 责任编辑：张俊 SF065

文｜邱晓芬 编辑｜苏建勋 一句话介绍 「智域基石」是一家致力于构建具身智能时代数据入口与训练输入基础设施的公司，其核心使命是将海量、杂乱的原始物理世界数据，精准编译成直接面向机器人任务成功率的高质量训练输入。 团队介绍 「智域基石」CEO杨哲轩为前PingCAP核心成员，拥有大规模分布式系统与底层架构设计的背景，也是连续创业者，负责多家公司商业化业务。 「智域基石」CTO徐良威有着腾讯、小鹏机器人的从业背景，是实战经验丰富的机器人软硬件专家，熟悉具身智能算法对于数据的需求，也有丰富硬件落地的经验。 「智域基石」COO为张计业，前华为地市总经理，曾担任具身智能公司「穹彻智能」生态负责人。 融资进展 完成数千万元天使轮融资，资方包括四家机器人厂商，包括灵初智能、穹彻智能、浙江人形、智平方（拼音序）。 产品及业务 目前，「智域基石」计划在全国建立起面积超一万平方的真机数据采集工厂，工厂中机器人数量超400台、异构硬件形态超10种。 他们预计在2026年内积累超过200PB异构数据。在今年第二季度，「智域基石」将从真机数据生产，全面拓展至 Ego-Centric（第一人称视角）领域，牢牢掌控模型的后训练与预训练的数据入口，通过数据编译层，将原始数据加工成高质量语料，可直接作为模型训练输入。 △ego centric 设备的概念图 在数据生产和加工方面，「智域基石」团队将大数据行业的技术理念和架构，引入到了具身智能领域，搭建了一套打破“废料堆砌”的自动化“数据编译管线”，主要特点包括—— ①数据质检环节：过往面对海量数据，其他类型公司往往采用传统抽检，导致高达95%的无效噪音混入训练集。而「智域基石」引入了分布式计算与弹性伸缩架构，对机器人采集的视觉、深度、关节位姿和力触觉等多模态数据进行全量质检，在源头直接剔除无效的“数据膨胀”。 ②数据底座重构（具身智能专属的异构湖仓）：真实物理世界的数据天然具有高熵、多源异构以及采样频率严重异步（如视觉30Hz与关节控制500Hz的落差）的特征，传统的简单存储极易让数据沦为无法训练的“多模态黑盒”。 为此，「智域基石」率先将成熟的数据湖仓（ Data Lakehouse ）架构引入并深度改造为具身智能专属底座。该架构不仅实现了对超大规模非结构化数据的统一纳管，更依托自研的数据引擎，在底层完成了视觉、深度、力触觉与关节位姿等复杂维度在毫秒...

Deliveries edge higher, but valuation resets

当地时间3月31日，美国国防部长赫格塞思与美军参谋长联席会议主席丹·凯恩就针对伊朗的军事行动举行新闻发布会。丹·凯恩表示，过去30天里，联合作战部队已对超过11000个目标实施了打击。他们已成功启动了首批针对内陆纵深区域的B-52轰炸机作战任务。此外，凯恩表示，他们的打击重心正逐步向“动态目标”转移，即针对作战区域内不断移动的目标实施即时打击。凯恩还称，联合作战部队持续针对伊朗的导弹、无人机及海军装备生产设施开展打击行动。美国中央司令部持续识别并打击伊朗的海军仓库及储存设施，美国摧毁了超过150艘舰船，其中包括其海军序列中所有的“贾马兰”级护卫舰。美国正持续大规模地开展针对伊朗国防工业基础的打击行动。打击目标涵盖工厂、仓库、核武器研发实验室，以及伊朗重建其作战能力所必需的相关基础设施。（央视新闻）

格隆汇3月31日｜据央视，当地时间3月31日，伊拉克民航局发表声明称，基于对当前地区安全形势的持续评估，伊拉克领空对所有进出港及过境飞机的管控措施将继续延长72小时至4月3日中午。伊拉克本轮领空关闭措施是在美国和以色列于2月28日对伊朗发动联合军事打击后实施的。伊朗随后对以色列及美国在中东地区的目标实施导弹和无人机打击，地区局势骤然升温。

After successfully conquering the smartphone and PC market, Apple must now prove that it can innovate for the AI era.

格隆汇3月31日｜房利美美股开盘跳涨11%，房地美上涨13%。